Health care and social assistance
Health systems, clinics and social service organizations moving onto Salesforce must decide carefully what patient and client information migrates. We classify each source field, bring over only what care coordination or outreach needs, encrypt sensitive fields before loading and confirm that the necessary agreements are signed before any protected data enters Salesforce. Referral and program histories are rebuilt with their relationships intact, so staff can see a person's journey across services after the move.
Education & Research
Universities, research institutes and policy organizations tend to hold relationship data in many places: an alumni database, a grants system, event tools and faculty spreadsheets. Migration consolidates those into Salesforce, matching people who appear as graduates, donors, speakers and research partners into one record. We agree survivorship rules with each department, keep source identifiers for traceability, and preserve the giving and engagement history that advancement and alumni relations staff depend on.
Finance and insurance
Lenders and financial services firms migrating from an older CRM or marketing tool must carry over consent, communication preferences and relationship links without error. We map borrowers, co-borrowers, referral partners and business relationships explicitly, verify that opt-out records survive the move, and restrict sensitive fields from the very first day in Salesforce. History needed for servicing and regulatory questions moves; the rest is archived with a documented, tested retrieval path.